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Morning Rundown | Gold and Silver Are Valuable

Morning Rundown | Gold and Silver Are Valuable

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VBL
Feb 28, 2022
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Morning Rundown | Gold and Silver Are Valuable
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Housekeeping: in the last 2 days we posted 3 articles1 to help subscribers make sense of the events happening right now. We hope they helped. If you think so, feel free to create an annual membership. 2 If you are on the fence, subscription prices will go up in 1 week. Thank you. Once the trading day is over, we will update you all in one of those text style emails.

Everyone will have market direction opinions now. Information will flow like water. Management of that info is as important as the info itself. GOOD LUCK


Market Rundown

Good Morning: Markets have reacted violently and decidedly to the Russian sanction escalation. Behavior is almost the same as in previous liquidity events like Lehman in 2008 and Covid in March 2020. The Venn diagram of why things are doing what they are doing is an intersection of these things:

  1. If an asset is backed by Lehman Russian money, you are unable to sell it

  2. If your asset is exposed to, or even perceived as exposed to Lehman Russian counterparty risk, that asset will drop in value

  3. If an asset is physical in nature and consumed, it will [Edit: NOT] be sold cheaply to raise dollars, especially if it is Gold and Silver which will be punished by US Banks for US dollars

Russia has more gold than Dollars Now

The important exceptions are Gold and Silver…

***Full Briefing below the Fold***



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